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Taylor Morrison Home (TMHC) investor relations material
Taylor Morrison Home AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order at 8:00 A.M. Pacific Time, with agenda and rules posted online.
Business portion conducted first, followed by Q&A on proposals.
Introduction of director nominees and board fellows.
Todd Merrill introduced as Secretary and Inspector of Election.
Board and executive committee updates
Director nominees for election: Peter Lane, Anne Mariucci, Heather Ostis, Andi Owen, Denise Warren, Amanda Whalen, Christopher Yip, and Sheryl Palmer.
Board fellows Anissa Dhouibi and Annalisa Cruz-Wolf introduced.
Shareholder proposals
Election of eight director nominees to serve until the next annual meeting.
Advisory vote on executive compensation (say-on-pay).
Advisory vote on frequency of say-on-pay votes (annual, biennial, triennial, or abstain).
Ratification of Deloitte as independent auditor for fiscal 2026.
- Home closings and margins fell, but liquidity stayed strong and guidance was reaffirmed.TMHC
Q1 202622 Apr 2026 - Board recommends approval of all proposals, highlighting governance, pay-for-performance, and ESG.TMHC
Proxy filing10 Apr 2026 - Director elections, executive pay, and auditor ratification up for vote at 2026 annual meeting.TMHC
Proxy filing10 Apr 2026 - 2025 delivered strong earnings and margins; 2026 outlook expects margin recovery and robust capital returns.TMHC
Q4 202511 Feb 2026 - Q3 2025 saw $2.0B revenue, $201M net income, and 22.1% gross margin with strong liquidity.TMHC
Q3 20255 Feb 2026 - Targeting 20,000 closings by 2028 with digital innovation, margin focus, and brand expansion.TMHC
Investor Day 20253 Feb 2026 - Q2 2024 delivered 3,200 closings, $1.99B revenue, and raised full-year guidance.TMHC
Q2 20243 Feb 2026 - Q3 net income up 54% to $251M, with record revenue, margin gains, and strong outlook.TMHC
Q3 202419 Jan 2026 - Double-digit growth in closings and revenue, with strong margins and 2025 outlook.TMHC
Q4 202411 Dec 2025
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